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Northwest & Ethical Investments’s Banco Bradesco BBD Stock Holding History

Northwest & Ethical Investments’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-48,567
Closed -$239K – 228
2013
Q4 		$239K Hold
48,567
– – 0.02% 213
2013
Q3 		$264K Sell
48,567
-2,002
-4% -$9.86K 0.02% 216
2013
Q2 		$258K Buy
+50,569
New +$313K 0.02% 216

Other funds holding BBD

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Northwest & Ethical Investments's BBD Position: Q1 2014 in Review

Northwest & Ethical Investments sold out of Banco Bradesco (BBD) in Q1 2014, closing a stake of 48,567 shares — an estimated $239K sold.

Northwest & Ethical Investments first reported a position in BBD in Q2 2013 and held it in 3 quarters. The position peaked at $264K in Q3 2013. 209 funds tracked by Wall St. Rank hold BBD as of Q1 2014.

  • Northwest & Ethical Investments reported no remaining Banco Bradesco position as of Q1 2014 after selling out during the quarter.
  • Northwest & Ethical Investments sold 48,567 Banco Bradesco shares in Q1 2014, an estimated $239K.
  • Northwest & Ethical Investments first reported a position in Banco Bradesco in Q2 2013 and held it in 3 quarters.
  • Northwest & Ethical Investments's Banco Bradesco position peaked at $264K in Q3 2013.
  • 209 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2014.

Based on Northwest & Ethical Investments's 13F filing for Q1 2014, filed 8 Jul 2025.